Guided Pathways® Advisory Services

Guided Pathways® Advisory Services
Professional Investment Advice for your Retirement Accounts

Guided Pathways® Advisory Services, including Managed Accounts,* provides you with a personal retirement roadmap and investment assistance. Wherever you are in your retirement journey, we can help you reach your retirement goals.

Where are you in your retirement journey?

Great! Contact your ICMA-RC Retirement Plans Specialist to schedule an appointment to discuss your goals. You can also use our Am I On Track tool in Account Access to see if you’re on track for retirement.

Awesome! It's time to start thinking about how you will reach your retirement goals and whether you could benefit from ongoing, unbiased, and professional investment management through our Managed Accounts service. Schedule your appointment now with an ICMA-RC Financial Consultant.

That’s great! Your financial journey doesn’t stop when you retire. Our Managed Accounts service can offer you ongoing, unbiased, and professional investment management to help you make your assets last throughout retirement. Schedule your appointment now with an ICMA-RC Financial Consultant.

The Benefits of Managed Accounts

Either working with an ICMA-RC Financial Consultant or through the user-friendly, interactive Morningstar online advice platform, Managed Accounts can help you reach your retirement goals by providing recommendations on:

  • How much to save
  • When it makes sense to retire
  • When to start taking Social Security benefits
  • How to take withdrawals once you retire to make your assets last throughout retirement

You will benefit from ongoing, unbiased, professional management of your ICMA-RC accounts. With this service, the ongoing recommended investment changes are automatically implemented for you.

* Managed Accounts is fee-based services

Disclosures:

Investment advice and analysis tools are offered to participants through ICMA-RC, a federally registered investment adviser. Investment advice is the result of methodologies developed, maintained, and overseen by the Independent Financial Expert, Morningstar Investment Management LLC. Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar, Inc. and Morningstar Investment Management LLC are not affiliated with ICMA-RC. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. For additional information on our Guided Pathways Advisory Services, please refer to Form ADV Part 2A Brochure available at www.adviserinfo.sec.gov.

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